Pension guides

Trustee and Employer Checklist

Trustee & Employer Checklist: the increase in the State pension age

The purpose of this checklist is to help employers and trustees of occupational pension schemes take account of potential issues surrounding the increase in the State pension age implemented by the Social Welfare & Pensions Act, 2011

Trustee & Employer Checklist

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Trustee & Employer Checklists: On-the-spot fines

These checklists will help you to ensure that you do not contravene any of the specified provisions subject to the fines regime.

Trustee & Employer Checklists: On-the-spot fines

How does your pension scheme work?

How does my pension scheme work?

This booklet gives an overview of occupational pension schemes, how they work and the information that must be given to scheme members. (Only available online).

How does my pension scheme work?

options

What are my pension options?

This booklet provides information on the types of pension plans you can use to save for retirement, ie, company pensions, personal pensions, PRSAs and State retirement pensions.

What are my pension options?

PRSA

PRSAs – A consumer and employers' guide

This booklet shows you how to approach, search, apply for, and monitor your Personal Retirement Savings Account (PRSA). It also describes employer's legal obligations with regard to PRSAs.

PRSAs - A consumer and employers' guide

women

Women and pensions checklist

This checklist describes the ways in which women can improve financial security for themselves and their dependants in retirement. It addresses issues of particular interest to women such as maternity leave, part-time working and breaks in employment.

Women and pensions checklist

Pensions on separation and divorce checklist

Pensions on separation and divorce checklist

The Pensions Authority recognises the importance of informing people about how pensions can be affected by separation and divorce. As a result the Authority has published this checklist which simply highlights the main aspects involved in allocating pensions in separation and divorce through PAOs. (Only available online).

Pensions on separation and divorce checklist

family law booklet

A brief guide to the pension provisions of the Family Law Acts

This booklet provides information to a person who is seeking, or has obtained, a pension adjustment order following a divorce or judicial separation. (Only available online).

A brief guide to the pension provisions of the Family Law Acts

investment

Investment risk, fees & charges checklist

Questions to ask about how investment risk, fees and charges affect your pension.


Investment risk, fees and charges checklist

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Pension charges checklist

Questions to ask about how charges can affect your pension.


Pension charges checklist

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Purchase of Notional Service (PNS) and Additional Voluntary Contributions (AVCs)

This booklet is designed to provide a summary of the options available to civil and public servants who are considering a 'top up' or enhancement to their pension and/or retirement savings.

PNS and AVCs

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A brief guide to equal pension treatment

This booklet provides guidance on the principle of equal pension treatment, discrimination and victimisation in relation to occupational pension schemes.

A brief guide to equal pension treatment

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So you’re a pension scheme trustee

This booklet gives concise guidance on trustees' duties and responsibilities and includes helpful definitions.

So you're a pension scheme trustee

Selecting Member Trustees

Selecting member trustees

This booklet provides explains why occupational pension schemes are set up as trusts, the role of trustees, eligibility to participate in their selection, the options for members and employers and the procedures involved.

Selecting member trustees